Top 5 1st Quarter Trades of AtonRa Partners

Author's Avatar
insider
May 17, 2022
Article's Main Image

AtonRa Partners recently filed their 13F report for the first quarter of 2022, which ended on 2022-03-31.

The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

7,RUE DE LA CROIX-D'OR GENEVA, V8 1204

As of the latest 13F report, the guru’s equity portfolio contained 113 stocks valued at a total of $184,000,000. The top holdings were SWAV(2.87%), NVDA(2.51%), and SQ(2.49%).

According to GuruFocus data, these were AtonRa Partners’s top five trades of the quarter.

SolarEdge Technologies Inc


AtonRa Partners reduced their investment in NAS:SEDG by 13,529 shares. The trade had a 1.32% impact on the equity portfolio. During the quarter, the stock traded for an average price of $274.06.

On 05/17/2022, SolarEdge Technologies Inc traded for a price of $222.79 per share and a market cap of $12,339,735,000. The stock has returned 13.84% over the past year.

GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, SolarEdge Technologies Inc has a price-earnings ratio of 71.41, a price-book ratio of 6.13, a price-earnings-to-growth (PEG) ratio of 3.64, a EV-to-Ebitda ratio of 48.89 and a price-sales ratio of 5.63.

The price-to-GF Value ratio is 0.74, earning the stock a GF Value rank of 6.

Euronet Worldwide Inc


The guru established a new position worth 16,350 shares in NAS:EEFT, giving the stock a 1.16% weight in the equity portfolio. Shares traded for an average price of $127.07 during the quarter.

On 05/17/2022, Euronet Worldwide Inc traded for a price of $111.03 per share and a market cap of $5,612,623,000. The stock has returned -17.82% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, Euronet Worldwide Inc has a price-earnings ratio of 68.18, a price-book ratio of 4.91, a EV-to-Ebitda ratio of 17.68 and a price-sales ratio of 1.92.

The price-to-GF Value ratio is 0.69, earning the stock a GF Value rank of 8.

Tesla Inc


AtonRa Partners reduced their investment in NAS:TSLA by 2,963 shares. The trade had a 1.09% impact on the equity portfolio. During the quarter, the stock traded for an average price of $934.99.

On 05/17/2022, Tesla Inc traded for a price of $724.37 per share and a market cap of $750,454,509,000. The stock has returned 34.62% over the past year.

GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 5 out of 10.

In terms of valuation, Tesla Inc has a price-earnings ratio of 98.27, a price-book ratio of 22.02, a EV-to-Ebitda ratio of 57.19 and a price-sales ratio of 13.18.

The price-to-GF Value ratio is 0.75, earning the stock a GF Value rank of 7.

Marqeta Inc


The guru established a new position worth 169,398 shares in NAS:MQ, giving the stock a 1.02% weight in the equity portfolio. Shares traded for an average price of $11.61 during the quarter.

On 05/17/2022, Marqeta Inc traded for a price of $8.71 per share and a market cap of $4,742,083,000. The stock has returned 0.00% over the past year.

GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 2 out of 10.

In terms of valuation, Marqeta Inc has a price-book ratio of 2.98, a EV-to-Ebitda ratio of -19.13 and a price-sales ratio of 6.84.

Enphase Energy Inc


AtonRa Partners reduced their investment in NAS:ENPH by 13,766 shares. The trade had a 0.88% impact on the equity portfolio. During the quarter, the stock traded for an average price of $156.64.

On 05/17/2022, Enphase Energy Inc traded for a price of $151.03 per share and a market cap of $20,393,314,000. The stock has returned 37.68% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 4 out of 10.

In terms of valuation, Enphase Energy Inc has a price-earnings ratio of 129.08, a price-book ratio of 61.58, a EV-to-Ebitda ratio of 78.34 and a price-sales ratio of 14.14.

The price-to-GF Value ratio is 0.82, earning the stock a GF Value rank of 7.


Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.

Want to provide feedback on this article? Have questions or concerns? Get in touch with us here, or email us at [email protected]!

This article is general in nature and does not represent the opinions of GuruFocus or any of its affiliates. This article is not intended to be financial advice, nor does it constitute investment advice or recommendations. It was written without regard to your individual situation or financial goals. We aim to bring you fundamental, data-driven analysis, The information on this site is in no way guaranteed for completeness, accuracy or in any other way.

Rating:
0 / 5 (0 votes)
Author's Avatar
WRITTEN BY

GuruFocus Screeners

Related Articles